Managing and modifying insurance bookings
Last updated: October 23, 2026
Insurance Bookings: Bookings > Insurance. Tracks all insurance purchases. Statuses: Processing > Confirmed (downloadable policy + email to share with student) or Cancelled or Amendment. Click booking for net/gross prices, amendment option. Filter by Student/Policy/Status. To modify: open confirmed booking > Request an amendment (top right) > choose reason (Extension/Reduction/Change Start Date/Student Information/Other) > fill form. Status: Sent > Processing > Issued. One amendment at a time. Outstanding payment may need card before submitting.
The Insurance Bookings section tracks all insurance purchases made through Edvisor.
Managing your bookings
How to access
Edvisor > Bookings > Insurance.
What you'll see
| Column | Description |
|---|---|
| Student | Name of student insured |
| Policy Name | Insurance policy name |
| Status | Processing, Confirmed, Cancelled, or Amendment status |
| Payment | Payment status |
| Booking Date | When the insurance was booked |
| Booking Platform | User who booked |
Booking statuses
| Status | Meaning |
|---|---|
| Processing | Edvisor's insurance team is processing |
| Cancelled | Booking was cancelled |
| Confirmed | Booking complete, policy downloadable from this section |
| Amendment | Changes to booking are in process |
Once Confirmed, the agency can download the policy and the insurance operations team emails the booking details to share with the student.
Click a booking
Opens the full booking view, including:
- Net price and gross price.
- Amendment request option.
- Complete booking details.
Filters
Filter the list by:
- Student.
- Policy.
- Status.
Click the tabs at the top to apply.
Modifying a booking
Request amendments to confirmed insurance bookings.
Prerequisite
The booking must have Confirmed status. The Request an amendment button only appears for confirmed bookings.
Steps
- Go to Bookings > Insurance.
- Open the confirmed booking.
- Click Request an amendment in the top right.
- Choose an amendment reason.
- Fill out the amendment form with required details.
- Include any supporting documents or notes.
- Click Request Change.
Amendment reasons
| Reason | When to use |
|---|---|
| Extension | Add days to start or end of policy. System charges for additional days. |
| Reduction | Remove days from start or end. System auto-recalculates and refunds if applicable. |
| Change Start Date | Adjust start date keeping same duration. |
| Student Information | Update personal/family details or emergency contact. |
| Other | Anything not covered above. |
Smart warnings
The system provides real-time warnings if an amendment can't be processed, with error details to help fix issues before submission.
Track amendment status
| Status | Meaning |
|---|---|
| Sent | Submitted, waiting for processing |
| Processing | Provider is processing |
| Issued | Complete — download new policy from booking profile |
Limitations
- Only one amendment request can be open at a time per booking.
- If outstanding payment is required (e.g. extension), credit card details may be required before submission.